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Windows 11

Upgrade to Windows 11 to Avoid Security Risks

EOS for Windows 10 means that Microsoft will no longer provide free software updates, technical assistance, or security fixes for this operating system after October 14, 2025. 

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IT Services

Responsive technical services to support your business and drive growth.

Professional Services

Leverage our team's deep experience to drive key business outcomes and transform your business.

Productivity

Supercharge your productivity and drive collaboration for employees, clients, and vendors.

Infrastructure

High performance cloud and network solutions to accelerate your business.

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Events

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online and in-person events.

Resource Library

Dive into our growing content library and learn how we partner with clients to achieve success.

Industries

Learn how we partner with clients in key verticals to solve challenges and drive growth.

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INDUSTRIES

Managed IT Solutions for Accounting

Safe. Secure. Reliable.

 

 

Lean on the Sourcepass team to drive efficiency and maintain client trust.

 

Speak with an Accounting IT Specialist

 

The Technology Challenges
Facing Accountants Today

 

Whether you're a small CPA firm or a multi-location accounting practice, modern challenges can slow down your operations:

Cybersecurity Threats

Growing risks including phishing, ransomware, and insider attacks targeting financial data

System Reliability

Tax season overloads and unreliable infrastructure during peak periods

IT Resource Gaps

Limited internal support, especially in small-to-midsize firms

Technology Fragmentation

Legacy or disjointed systems for practice management, document storage, and client communication

Tool Integration
Issues

Poor connectivity between QuickBooks, tax software, portals, and billing systems

Remote Access Challenges

Lack of secure cloud enablement for hybrid or seasonal staff

IT Solutions & Services
Specifically Tailored to Accounting Firms

 

Our plans include high-impact IT services to provide you with an efficient, cost-effective, and responsive IT experience.

Cybersecurity & Compliance

 

24/7 threat detection and endpoint protection

Multi-factor authentication (MFA) and email encryption

Audit trail documentation for SOC, IRS, and GDPR compliance

Phishing simulations and staff cybersecurity training

Cloud Migration & Infrastructure Modernization

 

Transition on-premise systems to secure, compliant cloud environments

Scalable resources that support tax season surges

Virtual desktops and secure remote work capabilities

System Integration & Workflow Automation

 

Seamless integration of accounting platforms, client portals, CRM, and billing

Process automation for file management, client onboarding, and reporting

Document version control and eSignature integrations

Help Desk & vCIO Services

 

On-demand support during tax season and beyond

Strategic IT planning to align your tech stack with business growth

Proactive patching, updates, and user support to reduce downtime

STAY PRIVATE AND PROTECTED

Sourcepass Accounting IT Solutions Help:

Deep industry expertise supporting CPA firms and financial services

Scalable infrastructure that adapts to busy seasons and firm growth

Proactive cybersecurity to protect client financial data and sensitive records

Compliance-ready solutions for IRS, SOX, AICPA, and state data laws

24/7 support for fast, reliable help when you need it



 

Cloud and software integration for tax, audit, and financial tools

Reliable data backup & disaster recovery for business continuity

vCIO services & strategic IT planning to align tech with business goals

Smooth onboarding & training to minimize disruption

Outcome-driven service model focused on client success

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A Next Generation IT Experience

Quest® by Sourcepass is a next-generation IT management platform that delivers full transparency, exceptional service, and intelligent automation—all in one place.

With real-time ticket tracking, project updates, and streamlined employee onboarding, Quest® puts you in control of your tech ecosystem from desktop or mobile. It's IT made smarter, faster, and fully aligned with your business.

Learn more

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2200

+

Clients

500

+

Team Members

9

Locations

97

%

CSAT Score

SOC-ISO-Logos2-1  ISO IEC 27001 Badge

 

Dedicated to excellence.

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

IT Insights

Learn more on how we enable success with our clients, our thoughts on emerging technologies, and how to position your company for growth.

Industry - Financial Services Security & Compliance

Combatting Cyber Threats in Investment Banking: What You Need ...

By  Alex Davis    | 25 July 2025
In a sector defined by high-stakes transactions and sensitive client data, investment banks are prime targets for cybercriminals. In recent years, sophisticated attack ...
Industry - Financial Services Strategy & Modernization

Breaking Down IT Silos in Global Investment Firms

By  Alex Davis    | 25 July 2025
As investment banks and asset managers expand globally, technology teams often become fragmented—each region or division maintaining its own systems, data, and processes. The ...
Industry - Healthcare Security & Compliance

HIPAA-Compliant IT Strategies for Hospital Networks

By  Alex Davis    | 25 July 2025
Hospital networks manage vast amounts of sensitive patient data daily. Protecting this information is not only essential for patient trust but also a legal requirement under HIPAA ...

Let’s Elevate Your IT Strategy

Secure your clients' data, support your team, and modernize your systems—all with one trusted partner.